Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
13,870
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
13,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,052
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
12,894
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
12,674
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,612
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
12,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
12,024
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
11,590
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,342
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,329
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,284
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
11,150
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,960
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
10,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,723
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
10,494
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
10,325
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
10,245
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,106
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 71.09%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
10,068
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
10,059
shares
|
$0
0.17% of portfolio
|
Q2 2025
New holding
|